BEACON WEALTH MANAGEMENT, LLC (CRD# 129523) is an SEC-Registered Investment Advisor (RIA), headquartered in Hackensack, NJ. The SEC approved the firm to operate as an RIA in Jan 2004. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $285.0 Million, and has discretion over 99% of those assets.   Pooled investment vehicles (Private Funds) account for 6% of RAUM.   Non-US investors represent 0% .  
BEACON WEALTH MANAGEMENT, LLC files an umbrella registration with the SEC. The firm also reported in Mar 2018:
  • 8 employees, with 6 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BEACON WEALTH MANAGEMENT, LLC has no disclosure events reported to the SEC at this time.

View BEACON WEALTH MANAGEMENT, LLC's most recent Form ADV filing

BEACON WEALTH MANAGEMENT, LLC has Notice Filings with the following State Securities Authorities: CA-Jul 2011, CT-Jan 2004, FL-Mar 2008, MA-Jul 2011, NJ-Jan 2004 , NY-Jan 2004, TX-Aug 2017

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